OpenAI's first hardware play might be a phone that replaces your app grid with an agent task stream

OpenAI is reportedly planning its own AI smartphone, with chips from MediaTek and Qualcomm and manufacturing by Luxshare. According to analyst Ming-Chi Kuo, mass production could start as early as the first half of 2027, with up to 30 million devices shipped in the first two years. The form factor choice is also an admission that more experimental AI hardware isn't ready for the mainstream yet.

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